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DIVERSIFY WEALTH MANAGEMENT, LLC

Q2 2026 13F filing

Updated 42 days ago

1,286 disclosed positions worth $6B

Portfolio value
$6B
Total holdings
1,286
New positions
168
Closed positions
61
Increased
593
Decreased
403
Turnover
17.8%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+1231350.0%
Value
$242M
Shares
1.23M
% Port
4.04%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

+94648.0%
Value
$210.1M
Shares
284.2K
% Port
3.51%
S

SPDR SERIES TRUST

+6.0%
Value
$202.3M
Shares
1.77M
% Port
3.38%
S

SPDR SERIES TRUST

+7.7%
Value
$175.4M
Shares
2.82M
% Port
2.93%
A

APPLE INC

+448950.0%
Value
$151.3M
Shares
449.1K
% Port
2.53%
E

ISHARES TR

+26.6%
Value
$95.3M
Shares
128.4K
% Port
1.59%
S

SPDR INDEX SHS FDS

+14.4%
Value
$91.7M
Shares
1.85M
% Port
1.53%
V

VANGUARD INDEX FDS

+10.8%
Value
$89.8M
Shares
132.2K
% Port
1.50%
A

BROADCOM INC

-63.6%
Value
$83.7M
Shares
218.4K
% Port
1.40%
A
10.AMZN

AMAZON COM INC

+3336.0%
Value
$79.5M
Shares
343.6K
% Port
1.33%
V
11.VGES

VANGUARD INTL EQUITY INDEX F

-0.5%
Value
$74.8M
Shares
484.5K
% Port
1.25%
M
12.MSFT

MICROSOFT CORP

+91134.0%
Value
$71M
Shares
182.5K
% Port
1.19%
M
13.META

META PLATFORMS INC

+5.1%
Value
$63.6M
Shares
107.0K
% Port
1.06%
G

ALPHABET INC

+193672.0%
Value
$63.3M
Shares
193.8K
% Port
1.06%
Q
15.QQQ

INVESCO QQQ TR

+92496.0%
Value
$63.2M
Shares
92.6K
% Port
1.06%
G

ALPHABET INC

+1827.9%
Value
$63M
Shares
192.8K
% Port
1.05%
I
17.IVZ

INVESCO EXCHANGE TRADED FD T

+376.9%
Value
$61.9M
Shares
287.4K
% Port
1.03%
M
18.MU

MICRON TECHNOLOGY INC

-8.0%
Value
$61M
Shares
67.8K
% Port
1.02%
A
19.AMD

ADVANCED MICRO DEVICES INC

-21.5%
Value
$56.7M
Shares
114.6K
% Port
0.95%
?
20.N/A

DIMENSIONAL ETF TRUST

-0.7%
Value
$56.3M
Shares
1.10M
% Port
0.94%
S

SSGA ACTIVE ETF TR

+34.4%
Value
$54.9M
Shares
1.36M
% Port
0.92%
G
22.GLD

WORLD GOLD TR

-11.9%
Value
$51.3M
Shares
634.7K
% Port
0.86%
P
23.PANW

PALO ALTO NETWORKS INC

+157638.0%
Value
$50.1M
Shares
157.7K
% Port
0.84%
T

TAIWAN SEMICONDUCTOR MANUFAC

-10.2%
Value
$43.9M
Shares
110.0K
% Port
0.73%
V
25.VGES

VANGUARD INTL EQUITY INDEX F

+6.9%
Value
$43.7M
Shares
749.9K
% Port
0.73%
E
26.ETHA

ISHARES TR

-1.4%
Value
$41.7M
Shares
549.2K
% Port
0.70%
V
27.VGES

VANGUARD SCOTTSDALE FDS

-2.0%
Value
$40.2M
Shares
867.7K
% Port
0.67%
V
28.VGES

VANGUARD TAX-MANAGED FDS

+27.1%
Value
$35.4M
Shares
506.3K
% Port
0.59%
S
29.SNOW

SNOWFLAKE INC

-0.2%
Value
$33.5M
Shares
122.7K
% Port
0.56%
S

SPDR SERIES TRUST

+16.6%
Value
$31.9M
Shares
1.37M
% Port
0.53%
C
31.COST

COSTCO WHOLESALE CORPORATION

+8.7%
Value
$31.2M
Shares
32.8K
% Port
0.52%
E
32.ETHA

ISHARES TR

+12.6%
Value
$31.1M
Shares
616.9K
% Port
0.52%
E
33.ETHA

ISHARES TR

+35.9%
Value
$30.7M
Shares
674.0K
% Port
0.51%
M
34.MRVL

MARVELL TECHNOLOGY INC

-5.3%
Value
$29.4M
Shares
155.3K
% Port
0.49%
O
35.OPBK

OP BANCORP

+0.6%
Value
$28.7M
Shares
1.85M
% Port
0.48%
L
36.LRCX

LAM RESEARCH CORP

-1.5%
Value
$28.3M
Shares
97.1K
% Port
0.47%
N
37.NOW

SERVICENOW INC

+8.1%
Value
$28M
Shares
265.2K
% Port
0.47%
V
38.VGES

VANGUARD SCOTTSDALE FDS

+14.8%
Value
$27.8M
Shares
476.3K
% Port
0.46%
S

SELECT SECTOR SPDR TR

+1973.4%
Value
$27.7M
Shares
169.7K
% Port
0.46%
E
40.ETHA

ISHARES TR

+0.8%
Value
$26.5M
Shares
200.3K
% Port
0.44%
A
41.AFRM

AFFIRM HLDGS INC

+10.2%
Value
$26M
Shares
355.9K
% Port
0.43%
J

JPMORGAN CHASE & CO

+1.5%
Value
$25.9M
Shares
72.7K
% Port
0.43%
J
43.JNJ

JOHNSON & JOHNSON

+5.2%
Value
$25.2M
Shares
94.7K
% Port
0.42%
E
44.ETHA

BLACKROCK ETF TRUST

+1.3%
Value
$24.5M
Shares
364.9K
% Port
0.41%
?
45.N/A

PGIM ETF TR

+23.3%
Value
$24M
Shares
482.7K
% Port
0.40%
V
46.VGES

VANGUARD INDEX FDS

+14.7%
Value
$23.4M
Shares
64.2K
% Port
0.39%
E
47.ETHA

ISHARES TR

+90.6%
Value
$23.1M
Shares
254.5K
% Port
0.39%
?
48.N/A

DIMENSIONAL ETF TRUST

+7.8%
Value
$22.8M
Shares
547.0K
% Port
0.38%
T
49.TSLA

TESLA INC

+10.9%
Value
$22.1M
Shares
71.5K
% Port
0.37%
V
50.V

VISA INC

+3.6%
Value
$21.9M
Shares
60.3K
% Port
0.37%